A detailed history of Invera Wealth Advisors, LLC transactions in Cummins Inc stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 6,464 shares of CMI stock, worth $2.99 Million. This represents 1.8% of its overall portfolio holdings.

Number of Shares
6,464
Previous 6,578 1.73%
Holding current value
$2.99 Million
Previous $2.15 Million 26.74%
% of portfolio
1.8%
Previous 1.5%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025

SELL
$327.85 - $426.39 $37,374 - $48,608
-114 Reduced 1.73%
6,464 $2.73 Million
Q2 2025

Oct 29, 2025

SELL
$267.12 - $336.65 $23,239 - $29,288
-87 Reduced 1.31%
6,578 $2.15 Million
Q1 2025

Oct 29, 2025

BUY
$312.92 - $386.07 $2.09 Million - $2.57 Million
6,665 New
6,665 $2.09 Million
Q4 2023

Apr 22, 2024

BUY
$215.24 - $248.27 $1.58 Million - $1.82 Million
7,345 New
7,345 $1.76 Billion
Q4 2023

Jan 16, 2024

BUY
$215.24 - $248.27 $1.58 Million - $1.82 Million
7,345 New
7,345 $1.76 Million

Others Institutions Holding CMI

About CUMMINS INC


  • Ticker CMI
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Industrial Machinery
  • Shares Outstandng 140,992,000
  • Market Cap $65.2B
  • Description
  • Cummins Inc. designs, manufactures, distributes, and services diesel and natural gas engines, electric and hybrid powertrains, and related components worldwide. It operates through five segments: Engine, Distribution, Components, Power Systems, and New Power. The company offers diesel and natural gas-powered engines under the Cummins and other c...
More about CMI
Track This Portfolio

Track Invera Wealth Advisors, LLC Portfolio

Follow Invera Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Invera Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Invera Wealth Advisors, LLC with notifications on news.